Milestone Trustee

Mumbai, India Founded: 2008 • Age: 18 yrs
Functions as a professional investment management firm.
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About Milestone Trustee

Milestone Trustee is a company based in Mumbai (India) founded in 2008 by Rubi Arya, Dhruv Jain, Vishwas Govind Pathak, and Parvinder Singh Pasricha. It operates as a B2B. Milestone Trustee operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.

  • Headquarter Mumbai, India
  • Founders Rubi Arya, Dhruv Jain, Vishwas Govind Pathak, Parvinder Singh Pasricha
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Legal Name Milestone Trusteeship Services Private Limited
  • Date of Incorporation 26 May, 2008
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $222.42 K (USD)
    -23.64
    as on Mar 31, 2021
  • Net Profit
    $91.1 K (USD)
    -16.49
    as on Mar 31, 2021
  • EBITDA
    $127.36 K (USD)
    20.89
    as on Mar 31, 2021
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Funding Insights of Milestone Trustee

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Milestone Trustee

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Milestone Trustee

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Milestone Trustee Comparisons

Employees
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Competitors of Milestone Trustee

Milestone Trustee operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Mutual funds, portfolio management, and retirement planning services are offered.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Milestone Trustee

Frequently Asked Questions about Milestone Trustee

When was Milestone Trustee founded?

Milestone Trustee was founded in 2008.

Where is Milestone Trustee located?

Milestone Trustee is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

What is the annual revenue of Milestone Trustee?

Annual revenue of Milestone Trustee is $222.42K as on Mar 31, 2021.

What does Milestone Trustee do?

Milestone Trustee, based in Mumbai, focuses on finance and investments, investment management, trusteeship services, and asset oversight. Functions as a professional investment management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of Milestone Trustee?

Milestone Trustee's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.

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